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Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
Ascensus on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
Ascensus was acquired by Stone Point Capital in 2021.
Funding Rounds
1
Last Funding
Acquisitions
25
Investments
1
Monthly Visits
Contacts
2,368
Patents
0
20 trademarks
About Ascensus
Funding & Financials
- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
Web Traffic
- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 68
- Mobile apps
- 10
- Downloads (30d)
- 2,021
- Patents granted
- 0
- Trademarks
- 20
Investor Activity
- Investments
- 1
- Lead investments
- 1
- Portfolio orgs
- 1
Company Info
- Org types
- company, investor
- HQ
- Dresher, Pennsylvania, United States
Signals & Scores
- Trend (7d)
- -1
- Trend (30d)
- -2.5
- Trend (90d)
- 4.8
Ascensus Funding Rounds
1 results
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| Organization Name | Funding Type | Lead Investor Names | Investor Names | Funding Stage | Org Industries | Org Hq City | Org Hq Country | Org Description | Org Number Of Employees | Org Website | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Ascensus Investments
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Ascensus Acquisitions
25 results
| Acquiree Name | Acquirer Name | Acquisition Type | Acquisition Terms | Acquiree Industries | Acquiree Hq City | Acquiree Hq Country | Acquiree Description | Acquiree Number Of Employees | Acquirer Industries | Acquirer Hq Country | Acquirer Number Of Employees | Acquirer Ipo Status | Acquiree Website | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AmericanTCS | — | 2026-05-11 | Ascensus | Acquisition | — | Financial ServicesWealth Management | — | — | AmericanTCS is a financial services company offering retirem… | 1983-01-01 | 101-250 | ConsultingRetirementTraining | United States | — | — | 25 | www.americantcs.com | |
| Newport Group | — | 2021-11-04 | Ascensus | Merger | — | ConsultingFinancial ServicesInsurance | Walnut Creek | United States | It helps companies offer their associates a more secure fina… | 1985-01-01 | 1001-5000 | ConsultingRetirementTraining | United States | — | — | 25 | www.newportgroup.com/ | |
| UnifyHR | — | 2021-06-30 | Ascensus | Acquisition | — | BillingEmploymentHuman Resources | Irving | United States | UnifyHR engages in consulting, payroll, employment, mail, ad… | 2013-01-01 | 11-50 | ConsultingRetirementTraining | United States | — | — | 25 | www.unifyhr.com/ | |
| Truist-heritage BB&T recordkeeping retirement business | — | 2021-01-06 | Ascensus | Acquisition | — | — | — | — | — | — | — | ConsultingRetirementTraining | United States | — | — | 25 | — | |
| Nyhart | — | 2019-11-25 | Ascensus | Acquisition | — | B2BHuman ResourcesInsurance | Indianapolis | United States | Nyhart is an actuarial and employee benefit firm based in In… | 1943-01-01 | 101-250 | ConsultingRetirementTraining | United States | — | — | 25 | nyhart.com |
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Ascensus Key People
Chief Marketing Officer
Regional Vice President of Sales
Regional Vice President at Ascensus
Regional Vice President, Retirement Plan Sales
Chief Financial Officer
Regional Vice President
Regional Vice President
Executive Chairman
Regional Vice President
Chief Executive Officer
Head of Core Retirement
SVP of Retirement Operations
Vice President and National Sales Leader
Vice President, Insurance and NQ Retirement Plan Sales
2,368
professional contacts at Ascensus
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Sectors Ascensus invests & acquires in
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